İlk adımlar için yardım

Read your company's dashboard: the period numbers, what needs attention now, your day, the latest activity and your plan usage.

Add, find, tag, assign and archive the people and companies you work with, and read everything about one contact on a single page.

Bring contacts in from a CSV file, check the file before saving, and find and merge contacts that are the same person.

Save groups of customers that stay up to date by themselves, export them, and find any contact, deal, order, task or quote from one box.

Add the details your business tracks to contacts and deals, such as a city, a budget or an arrival date, and fill them in on each record.

Track every sales opportunity through the stages of your pipeline, from first enquiry to won or lost.

Turn a deal's lines into a numbered quote, share a link the customer can accept, and issue an invoice.

Record money your customers pay you, take online payments for quotes through Stripe or Moyasar, and void mistakes.

Keep a light product catalog for deal lines, and see the store orders your connected shop sends for each customer.

Plan follow-ups as tasks, and start each day from Today with overdue work, appointments and deals that need you.

Schedule appointments with contacts in their own time zone, avoid double booking, and let customers book a time on a public page.

Read and answer every customer message in one inbox, assign conversations, close them and see what was delivered.

Connect Messenger, Instagram, Telegram, text messages and a chat on your website so every message reaches the inbox.

Prepare short answers your team reuses, and send Meta-approved WhatsApp templates once the 24-hour window has closed.

Ask new customers a few questions at the start of a conversation, with numbered choices, tags and saved answers.

Send an approved WhatsApp template to a segment of customers who agreed to receive WhatsApp messages.

Let an AI agent answer customers on your channels from what your company wrote, and pass them to your team when it cannot.

Summaries, next steps, reply drafts, translation, deal updates, voice transcripts and readings of your numbers, reviewed before use.

Run the AI features on your company's own Claude, ChatGPT or Gemini account instead of the platform's monthly AI credits.

Set up rules that do one thing on their own when a lead arrives, an order is confirmed, a quote is accepted or a deal is won.

Build a series of steps with waits and checks that starts on its own when a customer does something.

Write a plain-text email to a customer segment, test it, send it, and see who received it and what orders followed.

Choose what the system watches for you: unanswered leads, unusual days, daily digests, unfinished checkouts and reorder reminders.

Read your alerts from the bell or the alerts page, filter them by group, and choose which reach your phone, quiet hours and email.

Read your sales, contacts, store and collection numbers, follow the team, set goals, build your own reports and spot customers at risk.

Record what each ad campaign cost and see the store sales, new customers and return it brought back.

Track support requests with promised reply times, keep knowledge articles, and publish a public help center for your customers.

Invite people, give them a role, suspend or remove access, restrict features with custom roles, and choose how the workspace looks.

Let team members sign in through your company's OpenID Connect identity provider, and know who it can't be used for.

Record your company's branches, their contact details and time zone, and decide which team members may read or change each detail.

Handle a customer's data rights, export your data, read the audit log, accept the data terms and ask for a company copy or closure.

Coordinate each patient's journey in one file, from assessment and treatment plan to travel, arrival, treatment and follow-up.

Keep your listings, record what each client is looking for, see who matches which property, and book and record viewings.

See in one place whether every website, form, store, channel and account you connected works, test each one now, and get an alert when one stops.

Connect a WordPress or WooCommerce site with one plugin and one code: tracking, form enquiries, store orders and WhatsApp consent.

Send WooCommerce orders, customers and products to Rutba CRM with four webhooks, then import your past orders.

Connect a Shopify, Salla or Zid store so its orders, customers and products reach Rutba CRM through webhooks.

Send orders, quote requests and products from your own store software to Rutba CRM, signed with a shared secret.

Turn every enquiry from your website into a contact and a deal, with a hosted form, your own HTML or a WordPress form plugin.

Add one line to your site to see where visitors come from, which campaigns bring buyers, and each customer's journey.

Connect your WhatsApp Business number through Meta's Cloud API, so customer messages reach the inbox and you reply from it.

Bring Facebook Messenger and Instagram direct messages into the inbox, with one click through Facebook or with your own Meta app.

Connect a Telegram bot so that private messages to it reach the inbox, with only the bot token from BotFather.

Send and receive text messages from your Twilio number in the inbox, next to WhatsApp and your other channels.

Add a chat button to your website with one line, so visitors can write to your team and get replies in the inbox.

Connect your own Stripe or Moyasar account, so customers can pay quotes online and each payment is recorded for you.

Connect Gmail, Outlook or your company mailbox to see email with customers on their records, send email and add appointments to your calendar.

Which address your emails to customers come from, how replies reach you, and what you can and cannot change.

Tell Google and Meta which ads brought real sales, see which ad brought each customer, build ad audiences and ask for Google reviews.

Tag Google Ads clicks with their campaign, send daily ad costs, and upload the sales that came from Google clicks as offline conversions.

Tell your other systems the moment a lead arrives, an order is confirmed, a quote is accepted or a deal is won.

Open your workspace on an address you own, such as crm.yourcompany.com, instead of your address on the platform.